PCK Investments, owned and operated by Terry Roberts, provides investment advice, primarily for individuals in higher education institutions with 403(b) and IRA accounts. PCK Investments analyzes a client's risk profile through questionnaires and interviews to determine an appropriate portfolio model. The firm then selects funds based on performance and other factors. PCK Investments meets with clients regularly to review their portfolios and make adjustments with their consent. PCK Investments does not offer financial planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.50% |
| $100K - $250K | 0.40% |
| $250K - $500K | 0.30% |
| $500K+ | 0.20% |
Advisor fees are negotiable, but the combination of advisor and custodial fees will not exceed 1% annually. Custodial fees are lower for agreements after July 1, 2014: First $500,000 is 0.30%, over $500,000 is 0.20%.